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Bartlett & Co Wealth Management’s Estee Lauder EL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$5.24K – 1306
2025
Q4 		$5.24K Buy
50
+2
+4% +$194 ﹤0.01% 1012
2025
Q3 		$4.23K Buy
+48
New +$4.27K ﹤0.01% 1025
2025
Q2 		– Sell
-801
Closed -$52.9K – 1274
2025
Q1 		$52.9K Buy
801
+1
+0.1% +$72 ﹤0.01% 640
2024
Q4 		$60K Sell
800
-224
-22% -$17.7K ﹤0.01% 612
2024
Q3 		$102K Sell
1,024
-225
-18% -$21.3K ﹤0.01% 543
2024
Q2 		$133K Sell
1,249
-22
-2% -$2.89K ﹤0.01% 496
2024
Q1 		$196K Buy
1,271
+2
+0.2% +$284 ﹤0.01% 453
2023
Q4 		$187K Sell
1,269
-200
-14% -$26.5K ﹤0.01% 479
2023
Q3 		$212K Hold
1,469
– – ﹤0.01% 436
2023
Q2 		$288K Hold
1,469
– – 0.01% 409
2023
Q1 		$362K Hold
1,469
– – 0.01% 316
2022
Q4 		$364K Hold
1,469
– – 0.01% 318
2022
Q3 		$317K Sell
1,469
-2
-0.1% -$511 0.01% 318
2022
Q2 		$375K Buy
1,471
+22
+2% +$5.58K 0.01% 301
2022
Q1 		$395K Hold
1,449
– – 0.01% 316
2021
Q4 		$536K Buy
1,449
+200
+16% +$67.9K 0.01% 289
2021
Q3 		$375K Sell
1,249
-8
-0.6% -$2.61K 0.01% 283
2021
Q2 		$400K Hold
1,257
– – 0.01% 277
2021
Q1 		$366K Hold
1,257
– – 0.01% 283
2020
Q4 		$335K Buy
1,257
+8
+0.6% +$1.93K 0.01% 286
2020
Q3 		$273K Sell
1,249
-100
-7% -$20.6K 0.01% 282
2020
Q2 		$255K Sell
1,349
-100
-7% -$17.9K 0.01% 288
2020
Q1 		$231K Buy
1,449
+300
+26% +$57.9K 0.01% 286
2019
Q4 		$237K Hold
1,149
– – 0.01% 314
2019
Q3 		$229K Buy
1,149
+1,138
+10,345% +$218K 0.01% 310
2019
Q2 		$2.01K Buy
+11
New +$1.88K ﹤0.01% 674
2018
Q2 		– Sell
-150
Closed -$22.5K – 726
2018
Q1 		$22.5K Buy
+150
New +$20.8K ﹤0.01% 528

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Bartlett & Co Wealth Management's EL Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 50 shares — an estimated $5.24K sold.

Bartlett & Co Wealth Management first reported a position in EL in Q1 2018 and held it in 27 quarters. The position peaked at $536K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Estee Lauder shares in Q1 2026, an estimated $5.24K.
  • Bartlett & Co Wealth Management first reported a position in Estee Lauder in Q1 2018 and held it in 27 quarters.
  • Bartlett & Co Wealth Management's Estee Lauder position peaked at $536K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.